VoxaLinkSupport
Knowledgebase · Section 01

Tenant User Guide

Everything the portal does, in plain language. Every page, every control. Written for normal portal users, not engineers.

Last updated
July 3, 2026
Read time
~ 104 min
Chapters
14
Figures
36
Start reading→
Chapters· 14 · ~ 104 min
  1. 01
    Getting around
    Sign in, find your way around the menu, and learn how pages, saving, putting changes live and practice calls work.
    • The top bar
    • The menu
    • List pages
    • Working through a page
    • Saving your changes
    • Saving versus putting changes live
    • + 2 more
    ~ 10 min
    4 figs
    →
  2. 02
    Home
    The dashboard — a read-only summary of how your phones have been running, with a calm overview and a detailed full view.
    • Before you can use it
    ~ 6 min
    1 fig
    →
  3. 03
    People
    Add, import and manage the people on your phone system: licences, who needs attention, and every setting on a person's page.
    • Licences
    • Things to review
    • Finding someone
    • What a tile tells you
    • Covering for a colleague
    • 1. Upload CSV
    • + 31 more
    ~ 31 min
    11 figs
    →
  4. 04
    Phone numbers
    See your phone numbers, choose what answers each one, and set which number your outgoing calls show.
    • Assign a number to a person, group, queue or auto attendant
    • Numbers held by a call journey or voice agent
    ~ 6 min
    2 figs
    →
  5. 05
    Dial plans
    The ability to convert a user dialed number to a number that is accepted by the PSTN
    • How a dial plan works
    • Dial plan settings
    • Rules
    • Patterns and replacements, explained
    ~ 6 min
    →
  6. 06
    Call flow
    How incoming calls are answered, and which building block to use: call journeys, voice agents, menus, groups, queues and flags.
    ~ 5 min
    1 fig
    →
  7. 07
    Call Analytics
    The searchable record of every call — filters, AI transcript search, quality (MOS) and sentiment scores, recordings, and export.
    ~ 6 min
    →
  8. 08
    Billing
    Download your usage and invoice charges as CSV for reconciliation.
    ~ 2 min
    →
  9. 09
    Tasks
    Staff follow-ups from voice agents and admin entries. Assign, triage, and close.
    ~ 2 min
    →
  10. 10
    Settings
    Tenant-wide defaults — identity, caller IDs, voicemail, music on hold, permission groups, and shared audio — that everything else inherits from.
    • Identity
    • Language & locale
    • Music & ringback
    • Caller ID
    • Emergency
    • FAX & SMS
    • + 13 more
    ~ 10 min
    1 fig
    →
  11. 11
    Tenant default values
    What each Default picks up and the tenant page that controls it.
    ~ 4 min
    →
  12. 12
    Admin
    The technical plumbing — webhooks, provisioned devices, locations and E911, phone-button templates, user-page control, CRM integrations, and star codes.
    ~ 4 min
    →
  13. 13
    Devices
    See and add the desk phones and DECT handsets on your phone system, change several at once, import a list, and check what each phone has downloaded.
    • If the MAC address is already there
    ~ 9 min
    16 figs
    →
  14. 14
    Status
    The live, real-time view — calls in progress, registered devices, rolling graphs, recordings, and the raw call log for troubleshooting.
    ~ 3 min
    →